A complete list of active advisors currently associated with Harper Financial Planning

Warmer can help you find a great advisor at Harper Financial Planning or one who fits your needs even better.

The firm serves individuals, high-net-worth clients, and employer plan sponsors, managing roughly $35.6 million across about 100 client relationships. Services include initial and project-based financial planning, ongoing wealth management, and retirement plan consulting for employer-sponsored plans. The firm builds personalized investment policies and asset-allocation targets informed by Modern Portfolio Theory and employs both passive and active strategies; it may subscribe to model portfolios through the Altruist Model Marketplace and use outside managers as part of portfolio implementation. For managed accounts the firm generally has discretionary authority, conducts quarterly reviews, and integrates planning work on cash flow, taxes, insurance, retirement distributions, and employee-benefit optimization. Noteworthy for an independent advisory practice, the firm provides retirement plan and pension consulting to plan sponsors and acts in a fiduciary capacity for employee benefit plans under ERISA, a service offering that is relatively uncommon among peers. The firm is fee-only, uses an institutional custodial platform, and its principal holds CFP®, ChFC®, and RICP® credentials, which inform both individual planning and plan-level consulting.

To learn more about the advisors currently working at Harper Financial Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Kyle Harper	Chapin, SC	10

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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